FFA

Farther Finance Advisors Portfolio holdings

AUM $9.32B
1-Year Est. Return 19.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.99B
AUM Growth
+$1.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,738
New
Increased
Reduced
Closed

Top Buys

1
+$87.9M
2
+$55.8M
3
+$28.4M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$21.4M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$21.3M

Top Sells

1
+$17.1M
2
+$16.1M
3
+$13.1M
4
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$11.9M
5
MBB icon
iShares MBS ETF
MBB
+$6.6M

Sector Composition

1 Technology 10.71%
2 Consumer Discretionary 4.41%
3 Financials 4.2%
4 Healthcare 2.71%
5 Communication Services 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$349K 0.01%
3,335
+422
1102
$348K 0.01%
7,000
1103
$346K 0.01%
1,423
+664
1104
$346K 0.01%
3,462
+1,234
1105
$346K 0.01%
6,715
+504
1106
$343K 0.01%
6,994
+790
1107
$343K 0.01%
2,069
+1,664
1108
$342K 0.01%
8,186
1109
$341K 0.01%
7,301
-4,125
1110
$340K 0.01%
26,734
+22,209
1111
$340K 0.01%
4,484
-1,469
1112
$339K 0.01%
14,219
+1,532
1113
$338K 0.01%
11,342
-11,413
1114
$338K 0.01%
2,382
+342
1115
$336K 0.01%
+13,816
1116
$335K 0.01%
3,573
+3,162
1117
$335K 0.01%
3,140
+2,793
1118
$334K 0.01%
2,687
+1,317
1119
$333K 0.01%
6,213
+4,036
1120
$332K 0.01%
23,316
+8,723
1121
$331K 0.01%
631
+3
1122
$329K 0.01%
14,263
+12,978
1123
$328K 0.01%
1,045
+155
1124
$328K 0.01%
5,304
-786
1125
$327K 0.01%
13,054
-704
43 44
45
46 47